Netflix, in signing a movie-rights deal with Disney, signaled that it is ready to rumble with traditional pay-TV channels such as HBO and Showtime. George Stahl reports on Markets Hub. Photo: AP.

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... I ... on ... the ... all ... she seen the ... he ... that is maybe saw that we see Louis brain in the theaters ... Disney Pixar movies on in the theaters soon ... to be overseas on Netflix and added that this indeed other way or another but Netflix BDO Walt Disney for their movies ... moving in on the turbo owned ... HBO and Showtime includes all the D tells of this on George stall with us how I ... don't I re ran ... and Georgie note that it was ... tummy time so slowly I let's talk about this Netflix to ... tells was going on to something right the stock was up against a fortune to news came after another day said the times and Sa contender at this very tough to get to the big short position in Netflix twenty percent on any news gets that traded in a market good news or bad news in this case it was bad news is ... good news is that I started in twenty sixteen Netflix will be able to show Disney films new Disney fell rose one c days I go into what's called the pay TV window which is basically seven or nine months ... after they come out in theaters ... so instead of CME the first on HBO or cornstarch which is reducing her I hadn't steel with ... is going to use any deal to see it via Netflix Netflix in addition to that is often have access to some classic ... Disney movies such as Dumbo and Alison Wonderland which is stuff that hasn't been available on the board with that type of distribution ... aam and then some direct to video movies ... like to be direct streaming service that can be obese cannot know this is a relatively good move for Netflix reading this Compass them and we think they've been trying to get the right ... yet and there they have made deals with smaller the ... film makers but they haven't had when the beak six studios as Disney is and this is the first such move with that when this thing ... is this I how much how much of a transformation will this be for the company and how the new movie is this for a nap he noted the deal of the storm until twenty sixteen I was very interesting ... because you see a big stock moves see a deal with the store for three years three years and life time ... in the high tech world Inaer Sands also is very skeptical investors perspective because what they're saying is we're confident and twenty six to Netflix is still going to be around and still going to be playing a commanding role in the way people access media so I think it sends a vote of confidence in Netflix it that is needed to buy by singling you know to deal with them in twenty sixteen when a star's contract Qantas flights it's taken so long for them to make a move ... aam ... you know they ... this is going be a pricey deal for Netflix ... selling it in the estimate there that we've been reporting on this and reporting is can be cured of nine dollars a year could be even more depend on how much do is to get the ... painting is needed is the right for the rights of the hell right ... and nobody concerns about Netflix's spending TT content due to ALM expand overseas to stop so ... you know in in some of the time between now and then will be used to help build up for the money and and he's going to sink or when people start him he tells of how much Netflix has to pay and how that might affect their balance sheet ... bend the opinion in the enthusiasm a temperature for ... now what is ... Cornell becomes the been rivals for Netflix and there are a previously the kind of in their own little pun right ... now there's this one with the big boys write exactly and and HBO and Showtime in and and that's what ... I when you when you listen to CEO Reed Hastings Netflix ... debt is the model that they see themselves going after where ... people will come to them and access movies and TV shows that that they wanna buy me from other people they can stream from Netflix as well as have some a racial content which Netflix is also starting get into with the house of cards ... as well as the new of arrested development has developed a series of rain that one back exactly very excited about that in Netflix if you can just ... and they're they're all stupid and are hoping for rejecting an athlete when you when compared to HBO is cheap rate Netflix's bout eight dollars moderate HP is about thirteen thousand sqm on the moon ... rest le ... I Forstall thinker and I get that stuff ...